Migrate from ConvergeHub to Zoho CRM

ConvergeHub's top-level Lead module maps directly to Zoho CRM Leads. We extract all standard fields (name, email, phone, lead source, status, assignment) plus any custom fields and preserve them as matching Zoho custom fields. Lead status values from ConvergeHub map to Zoho Lead Status picklist options, requiring a value-substitution table built during scoping. The ConvergeHub lead-to-owner assignment resolves by email against Zoho Users.

ConvergeHub Accounts (organizations or companies) map to Zoho CRM Accounts. We preserve industry, size classification, billing and shipping addresses, and all custom fields. Account is the first object loaded in dependency order because Contacts, Deals, and Cases reference it. We use Account Name as the dedupe key during Zoho import to prevent duplicate Accounts from merged or related CSV rows.

ConvergeHub Contacts map to Zoho CRM Contacts. The Contact-to-Account linkage is reconstructed by matching Account foreign-key IDs from the flattened CSV against the Account records loaded in the prior phase. We preserve ConvergeHub contact roles, lifecycle stage properties, and phone/email data. Custom fields on Contacts require type-mapped substitution before Zoho import because picklist values and multi-select fields must be pre-created in Zoho.

ConvergeHub Deals map to Zoho CRM Deals. Each Deals pipeline and stage in ConvergeHub becomes a Zoho pipeline with corresponding stage values. Stage probability percentages transfer to Zoho Stage fields. We map Deal ownership by resolving owner email to Zoho User. The Deal-to-Account or Deal-to-Contact linkage is reconstructed using the foreign-key IDs from the flattened CSV exports.

ConvergeHub Cases (support tickets and service requests) map to Zoho CRM Cases. We extract case status, priority, subject, description, and any linked Contact or Account reference. Custom case fields and status values require explicit substitution tables because Zoho enforces picklist whitelists that the CSV export does not validate. The Case-to-Contact and Case-to-Account lookups resolve after the respective Account and Contact loads complete.

ConvergeHub Invoice records carry line items, totals, tax, and payment status. We extract the invoice header, line items, and product references. Partial payment history and payment gateway transaction logs do not transfer because ConvergeHub stores these in external billing modules inaccessible via CSV export. Product references resolve against the migrated Product catalog. If the customer subscribes to Zoho Invoice separately, we load via CSV; otherwise we document invoice data as a reference sheet for manual re-entry.

ConvergeHub Products (catalog items used in Deals and Invoices) map to Zoho CRM Products. We extract product name, SKU, unit price, and description. ProductCode from ConvergeHub maps to Zoho's product code field. Product associations to Deals resolve after both Products and Deals are loaded via the Product lookup field on the migrated Deal line items.

ConvergeHub Activities linked to Contacts, Leads, Deals, or Accounts migrate to Zoho CRM Tasks, Events, and Notes. We extract the activity type, timestamp, notes content, and owner. Each activity is linked to its parent record (Contact, Lead, Deal, or Account) via the Zoho lookup reference. Activity timestamps are preserved to maintain the historical timeline in Zoho's activity feed. ConvergeHub call duration and disposition data map to custom Zoho Task fields.

ConvergeHub stores documents and file attachments linked to records. We extract file metadata and blob storage references from the CSV exports and download attachments where accessible from the UI. We re-upload file metadata to Zoho's document attachments section, linking each to its parent record (Account, Contact, Deal, Case). Large file attachments exceeding Zoho's attachment size limits require chunking or re-upload guidance for the customer's admin.

ConvergeHub allows custom fields on most modules. We inventory every custom field during scoping, documenting its data type, required status, and picklist options. Picklist values and multi-select fields require pre-creation in Zoho before import. Date formats are normalized to ISO 8601. Custom field types that have no Zoho equivalent (such as ConvergeHub-specific formula or rollup fields) are documented as read-only fields to be recalculated post-migration.

Targets are a ConvergeHub-specific module for tracking sales goals and quotas. We extract target records including goal type, metric, period, and assigned user. If the destination uses Zoho CRM Plus, we map to the native Goals module. For standard Zoho CRM, we create a custom Goals object with equivalent fields and link it to Users.

ConvergeHub Quotations carry product line items, pricing, and terms linked to Deals. We extract quotation records and their line items, mapping product references to the migrated Product catalog. Quote status (draft, sent, accepted, lost) maps to Zoho Quote Status values. If the destination Zoho edition does not include the Quotes module, we load quotation data as line items on the linked Deal record.